Form 990 for tax year 2023
Filed by TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC.
Totals
- Total revenue
- $1,830,573
- Total expenses
- $1,767,648
- Contributions and grants received
- $1,186,876
- Grants paid
- $0
- Program service revenue
- $607,945
- Investment income
- $15,752
- Other revenue
- $20,000
- Total assets, end of year
- $1,387,837
- Total liabilities, end of year
- $220,708
- Net assets or fund balances, end of year
- $1,167,129
- Program services expenses (Part IX)
- $1,319,459
- Management and general expenses
- $400,626
- Fundraising expenses
- $47,563
- Program service expenses (Part III)
- $1,319,459
Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$797,014
-
1f · All other contributions, gifts and grants
$389,862
-
2a · Program service revenue: REGIONAL FEES
total $602,275 · related or exempt $602,275
-
2b · Program service revenue: CONFERENCE FEES
total $5,670 · related or exempt $5,670
-
3 · Investment income
total $15,752 · excluded $15,752
-
11a · Other revenue: MISCELLANEOUS
total $20,000 · related or exempt $20,000
-
11e · Other revenue, total
$20,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $308,575 · program services $216,003 · management and general $61,713 · fundraising $30,859
-
7 · Other salaries and wages
total $315,952 · program services $209,765 · management and general $99,896 · fundraising $6,291
-
8 · Pension plan contributions
total $19,742 · program services $13,451 · management and general $5,135 · fundraising $1,156
-
9 · Other employee benefits
total $29,325 · program services $19,718 · management and general $8,468 · fundraising $1,139
-
10 · Payroll taxes
total $39,268 · program services $26,754 · management and general $10,214 · fundraising $2,300
-
11b · Fees: legal
total $420 · management and general $420
-
11c · Fees: accounting
total $15,200 · management and general $15,200
-
11g · Fees: other
total $335,288 · program services $247,975 · management and general $87,313
-
13 · Office expenses
total $7,621 · management and general $7,621
-
14 · Information technology
total $165,159 · program services $82,580 · management and general $82,579
-
17 · Travel
total $15,811 · program services $15,811
-
19 · Conferences, conventions and meetings
total $483,061 · program services $483,061
-
23 · Insurance
total $1,611 · management and general $1,611
-
24a · Other expenses: BANK CHARGES
total $14,637 · management and general $14,637
-
24b · Other expenses: BOARD EXPENSE
total $11,637 · management and general $5,819 · fundraising $5,818
-
24c · Other expenses: DUES AND SUBSCRIPTION
total $4,341 · program services $4,341
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100,000 · end of year $296,176
-
2 · Savings and temporary cash investments
beginning of year $1,029,866 · end of year $934,901
-
4 · Accounts receivable
beginning of year $62,053 · end of year $144,260
-
9 · Prepaid expenses and deferred charges
beginning of year $35,000 · end of year $12,500
-
17 · Accounts payable and accrued expenses
beginning of year $82,985 · end of year $112,223
-
19 · Deferred revenue
beginning of year $39,730 · end of year $108,485
-
27 · Net assets without donor restrictions
beginning of year $1,104,204 · end of year $909,212
-
28 · Net assets with donor restrictions
end of year $257,917
Mission and programs · 2023
Mission
THE TECHNOLOGY ASSOCIATION OF GRANTMAKERS (TAG) IS A NONPROFIT MEMBERSHIP ASSOCIATION THAT CULTIVATES THE STRATEGIC, EQUITABLE, AND INNOVATIVE USE OF TECHNOLOGY IN PHILANTHROPY. OUR WORK BUILDS KNOWLEDGE, STRENGTHENS NETWORKS, AND ADVANCES THE SOCIAL SECTOR.
-
TO PROMOTE THE UNDERSTANDING OF HOW INFORMATION AND COMMUNICATIONS TECHNOLOGY CAN HELP ITS MEMBERS REACH THEIR PHILANTHROPIC GOALS.
Expenses $1,319,459 · Revenue $627,945
As filed on the 2023 return.
Listed in Part VII
-
Mark WalkerMARK WALKER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Ann PuckettANN PUCKETT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Nikhil SawantNIKHIL SAWANT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jose Aron-DiazJOSE ARON-DIAZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Chad BergCHAD BERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leon WilsonLEON WILSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nadia AliaNADIA ALIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert RosenthalROBERT ROSENTHAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John MohrJOHN MOHR
EMERITUS BRD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt SharpMATT SHARP
EMERITUS BRD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura GoffLAURA GOFF
TREASURER EMRITUS
- Total calculated
- $0
- Hours/week
- 1
-
Jean WestrickJEAN WESTRICK
EXECUTIVE DIRECTOR
- Total calculated
- $20,085
- From this org
- $20,000
- From related orgs
- $0
- Other
- $85
- Hours/week
- 40
-
Chantal ForsterCHANTAL FORSTER
EXECUTIVE DIRECTOR
- Total calculated
- $288,490
- From this org
- $274,635
- From related orgs
- $0
- Other
- $13,855
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $274,635
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,855
- Filer's total
- $288,490
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423039349301107
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.